Jack White is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Fidelis Financial Planning LLC in Saint Charles, MO and the surrounding communities.
Jack D. White is a CFP® professional and a Fee-Only™ comprehensive financial planner. He specializes in helping the middle market investor construct a Personal Financial Goal Plan to achieve their life goals in light of their particular life situations and market fluctuations.
Jack utilizes a team approach (and sophisticated software) to analyze and plan the investment portfolio, estate plan, cash flow, income taxes, and retirement. Recommendations are based solely on clients’ specific needs, circumstances, and goals. Options are available once the plan is prepared, but most clients request that Jack’s firm implement, monitor, and manage their assets according to the plan.
Jack’s services include investment, retirement, education, and estate planning as well as business valuations and assistance with bank loans for small businesses. He interacts with your current advisors – such as the attorney, accountant, mortgage broker, and insurance agent or he can also provide referrals of those he works with regularly.
Jack is a degreed accountant with broad experience in the banking, financial management, and accounting fields since 1969. His emphasis in financial counseling and planning began as an avocation in 1981 and became full time in 1992. He is passionate about financial planning education for the public and his clients, therefore, since 1998 he continues to teach one class a semester as adjunct faculty member at the University of Missouri-St. Louis or Lindenwood University.
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